The Marilyn and Harry Swimmer Family Foundation

WAXHAW, NC EIN: 56-2029896

The Marilyn and Harry Swimmer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAXHAW, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $182K in total assets. In 2024, it awarded 11 grants totaling $29K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$182K

+7.4% YoY

Annual Giving

$29K

+11.7% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$3K

-8.6% YoY

Under IRS private-foundation payout rules, The Marilyn and Harry Swimmer Family Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About The Marilyn and Harry Swimmer Family Foundation

Based on IRS filings

The Marilyn and Harry Swimmer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAXHAW, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $182K in total assets. In 2024, it awarded 11 grants totaling $29K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

CharlotteEminenceFort MillPhiladelphiaRock HillStatesvilleWaxhaw

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$28K$43K$57K20202021202220232024
Metric202420232022
Total Assets$182,112$169,632$171,127
Revenue$41,781$25,153$51,537
Expenses$29,295$26,470$25,957
Qualifying Distributions$28,770$25,750$25,600
Net Investment Income$16,781$25,149$51,537
Distributable Amount$7,756$9,020$10,110

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$15K$22K$29K9 grants202013 grants20219 grants20229 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Jewish Foundation of Cha…$10KTemple Israel$7KMitey Riders$4KPaula Takacs Foundation$1KHebrew Cemetary Associat…$1KFace to Face Foundation$1KLevine Jewish Community …$1KDahlia Grove Homeless Sh…$1KChabad of Charlotte$1KDrumstrong$1K

Grant Size Distribution

51 grants across all recorded years

51<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish Foundation of Charlotte ($10,000), Temple Israel ($7,270), Mitey Riders ($3,500).

RecipientPurposeAmount
Paula Takacs Foundation Charlotte, NCSarcoma Research$1,000
Hebrew Cemetary Association Charlotte, NCGeneral Purpose$1,000
Mitey Riders Waxhaw, NCGeneral Purpose$3,500
Face to Face Foundation Fort Mill, SCCleft Lip & Palate$1,000
Levine Jewish Community Center Charlotte, NCPromote Jewish Culture$1,000
Dahlia Grove Homeless Shelter Charlotte, NCGeneral Purpose$1,000
Temple Israel Charlotte, NCSpiritual and Educational$7,270
Jewish Foundation of Charlotte Charlotte, NCHumanitarian Relief &Sustain the Jewish Faith$10,000
Chabad of Charlotte Charlotte, NCGeneral Purpose$1,000
Drumstrong Charlotte, NCHurrican Helene Relief$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Harry S SwimmerPresident/Treasurer5
David SwimmerDirector1
Scott SwimmerDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Marilyn and Harry Swimmer Family Foundation?

The Marilyn and Harry Swimmer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAXHAW, NC. It holds $182K in total assets as of 2024.

How large is The Marilyn and Harry Swimmer Family Foundation?

As of 2024, The Marilyn and Harry Swimmer Family Foundation holds $182K in total assets with $42K in annual revenue. It awarded 11 grants totaling $29K in 2024.

Where does The Marilyn and Harry Swimmer Family Foundation operate?

The Marilyn and Harry Swimmer Family Foundation has awarded grants in Kentucky, North Carolina, Pennsylvania, South Carolina.

What size grants does The Marilyn and Harry Swimmer Family Foundation award?

In 2024, The Marilyn and Harry Swimmer Family Foundation awarded 11 grants totaling $29K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Marilyn and Harry Swimmer Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Marilyn and Harry Swimmer Family Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Marilyn and Harry Swimmer Family Foundation's EIN?

The Marilyn and Harry Swimmer Family Foundation's EIN (Employer Identification Number) is 56-2029896. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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